Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Aditya Birla Sun Life (ABSL) - Innovation
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Aditya Birla Sun Life (ABSL) - Innovation
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
−2.26%
6 Months
−0.19%
2.99%
1 Year
10.10%
−3.69%
3 Years
12.11%
10.02%
5 Years
13.02%
11.07%
Since Inception
22.34%
15.34%
Fund Age
5 yrs 10 mo
8 yrs 4 mo
AUM
₹7,768.91 Cr
₹143.52 Cr
Alpha – 1 Year
5.38%
−8.41%
Alpha – 3 Years
0.02%
−2.07%
Information Ratio – 3 Years
0.42
-0.34
Volatility – 1 Year
16.46%
19.13%
Volatility – 3 Years
14.48%
16.08%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
0.91
0.98
Sharpe Ratio – 1 Year
0.41
-0.38
Sharpe Ratio – 3 Years
0.62
0.35
Worst Rolling Year
10.43%
10.02%
Value at Worst Rolling Year
₹1.10 Cr
₹1.10 Cr
Deepest Drawdown
−20.45%
−22.11%
Recovery Period
240 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
21.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 50% · M 21% · S 27%
Number of Stocks
25
30
Portfolio P/E
28.28
35.28
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 1% / 0%